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SM Investments

PHS:SM · PHY806761029
Industrial ConglomeratesX-Large

360

79
EV / EBIT70
Price / Owner Earnings71
Owner Earnings Yield84
Dividend Yield79
Price/Sales43
EV / Gross Profit68
Price/Book62
Return on Capital70
Cash Return on Capital72
Return on Equity78
EBIT Margin89
Gross Profitability65
Cash Conversion39
Accruals30
Owner Earnings Margin90
Sales growth66
Profit Growth100
Long-Term EPS Growth58
Owner Earnings Growth46
Reinvestment15
Price momentum10
Debt load38
Refinancing30
Debt Payback57
Liquidity70
Analyst ratings56
Opinion Changes50
Price Target Upside94
Market mood100
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

SM Investments clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryPhilippines
IndustryIndustrial Conglomerates
SizeX-Large
TypePublic Company
ExchangePSE
Founded1960
Employees432
Websitesminvestments.com
ISINPHY806761029
Last UpdateApr 2, 2026
Index & Theme
Freight ServiceReal Estate TechnologyCourier Service

Description

SM Investments Corporation engages in the real estate and retail to banking and portfolio investments. Business Segments The company operates through four primary segments: property, retail, banking, and portfolio investments. Property Segment Th…

Analysis

Middle-of-the-road

SM Investments Corporation is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

The price is attractive. You pay 6.5× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone. At today's price, the market is assuming roughly -9% yearly growth; analysts expect 6%. The price, in other words, assumes less than the experts do.

The trajectory is moderate and the balance sheet is adequate. The company scores 12/20 on our value-creation score: creating some value.

What to watch: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
82
2023202420252026

All-time high

82

Jun 2026

All-time low

25

Jan 2024

Average rank

46

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
43
53
46
37
Price/Earnings
67
71
69
41
Price/Book
62
63
52
43
Dividend Yield
79
68
54
39
Value (overall)
69
61
43
31

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
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